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Happy Sunday all! Here's some weekend reading:

This week:

  • Market Recap
  • Macro of the Week - The Hiking Cycle
  • Earnings - Banks [$GS & $MS], Consumer Staples [$PG], Transportation [$UNP & $JBHT], Airlines [$UAL & $AAL] & Mining [$AA]
  • The Week Ahead - Event Calendar
  • Closing Thoughts - Does a Market Bottom Matter?

ayeshatariq.substack.com
The Weekend Edition # 27
Does a Market Bottom Matter?; The Hiking Cycle; Earnings - Banks, Transportation, Airlines, Consumer Staples and Mining

Reasonable Yield's avatar
Wow this was a great curation and commentary, thanks!
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